Insights

From the monthly archives: April 2019

We are pleased to present below all posts archived in 'April 2019'. If you still can't find what you are looking for, try using the search box.

A new M&G Talking Factsheet has been added to the Academy

We have added a new Talking Factsheet to the Square Mile Academy of Funds, featuring Director, Research and Consulting, Victoria Hasler, reviewing the objectives and risks and giving her views of the fund.

Continue reading »

Job Opportunity: Team Assistant

We're expanding the Square Mile team! We have an exciting new opportunity for a Team Assistant supporting two Directors and two Heads of departments within a small and dynamic business based in the City of London - and we're looking for an equally dynamic person to join our journey.

Continue reading »

Square Mile introduces Comgest Growth Japan Fund and Legg Mason IF RARE Global Infrastructure Income Fund to the Academy of Funds

We are pleased to introduce the Comgest Growth Japan fund into the Academy of Funds with an A rating and also the Legg Mason IF RARE Global Infrastructure Income fund with a AA rating.

The Comgest Growth Japan fund is managed by Chantana Ward and Richard Kaye and is focused on delivering long-term capital growth by investing in high quality and growing Japanese companies. We hold the managers and their process in high regard and believe this to be an attractive offering for those investors looking to make a long-term allocation to Japanese equities.

Continue reading »

Fund Rating Suspension

In light of the proposed merger of the Standard Life UK Real Estate Fund into the Aberdeen UK Property Fund we have taken the decision to suspend our recommendation of the Standard Life UK Real Estate Fund. It is anticipated this merger will take place on 15th June, assuming the proposal to merge is approved at the Standard Life Investments Feeder Fund's EGM scheduled in May. If approved, the larger combined fund will be managed by George Shaw, current manager of the Standard Life UK Real Estate fund, for whom we have a high regard. We will review the newly merged fund following the completion of this process.

Continue reading »

Fund Rating Removal

We have decided to remove the Positive Prospect rating on the Kames Diversified Growth fund. Since the fund was introduced into the Academy of Funds our conviction in the managers' being able to meet their challenging performance objective, on what is a flexible mandate, has not grown. Personnel changes over recent years within the multi-asset team as well as the wider fixed income team are also contributing factors in our decision.

Continue reading »

Fund Suspension

Following the news that the Guernsey stock exchange (TISE) has suspended the dealing in several companies held within the LF Woodford Equity Income fund, we have decided to suspend our AAA rating whilst we seek further clarity from Woodford Investment Management on the situation. Woodford IM are being open and transparent about the situation and we hope to be able to provide investors with more information shortly.

Continue reading »

A new JPMorgan Talking Factsheet has been added to the Academy

We have added a new Talking Factsheet to the Square Mile Academy of Funds, featuring Head of Research, John Monaghan, reviewing the objectives and risks and giving his views of the fund.

Continue reading »

New Artemis and M&G Talking Factsheets have been added to the Academy

We have added three new Talking Factsheets to the Square Mile Academy of Funds, featuring Head of Research, Victoria Hasler, and Research Manager, John Monaghan, reviewing the objectives and risks and giving their views of the funds.

Continue reading »

Manager change of the JPM Europe Dynamic (ex UK) fund

Following the announcement that Anis Lahlou-Abid, co-manager of the JPM Europe Dynamic (ex UK) fund will be departing the firm, we have not made any changes to our AA rating of the fund.

Continue reading »

Fund rating change for Fidelity UK Smaller Companies

Following the news that Alex Wright, co-manager of the Fidelity UK Smaller Companies fund, will be stepping away from managing the strategy and passing on full responsibility to fellow co-manager, Jonathan Winton, we have reduced the fund's AA rating to A, within our Academy of Funds.

Continue reading »

Pages: Previous12NextReturn Top

Archive